THE SAIKALEY SHAW FINANCIAL GROUP

Daniel Saikaley and Dennis Shaw are Investment Advisors with CIBC Wood Gundy with nearly 50 years of combined experience in the financial services industry. They are able to provide clients with comprehensive wealth management services.

Although they are both heavily involved in the investment side of the business, they each bring unique qualities to the table. Daniel has a strong background in accounting and tax strategies and Dennis has expertise in financial planning and is fully bilingual in English and French.

Our primary role is to assist our clients in establishing realistic wealth management and life-stage planning goals, and to help achieve these goals through quality investment strategies, value-added services and expert advice. We believe in a long-term, diversified and disciplined investment strategy. A well-balanced portfolio that matches the client's risk tolerance, investment time horizon and investment goals is the best way to build and protect wealth.

Our Value-Added Services:

Charitable Giving
Investment Management
Insurance Solutions
Tax-Efficient Investments
Retirement and Estate Planning
Business Succession Planning
Banking and Credit Solutions

Daniel Saikaley, CPA, CA, CIM, CFP, EPC

Portfolio Manager, Investment Advisor

(613) 783-4674

daniel.saikaley@cibc.ca

Servicing the needs of clients takes special skills. To this end, Dan has made a conscious effort to build on his experience in financial and estate planning, investment advisory and insurance knowledge, as well as, obtaining the designations of Chartered Accountant (CA), Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Elder Planning Counselor (EPC). This training enables Dan to better service the growing “fifty-plus” population as they transition towards the various stages in their lives.

Formerly with one of Canada's leading professional service firms as a tax specialist, Dan joined CIBC Wood Gundy (and predecessor firm) in 1998 as an Investment Advisor. He is a graduate of Queen's University's Bachelor of Commerce program and has over 40 years of experience in the tax, investment, and financial planning industry.